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Eaton Financial Holdings’s Thomson Reuters TRI Stock Holding History

Eaton Financial Holdings’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,180
Closed -$1.51M – 178
2023
Q3 		$1.51M Buy
+12,180
New +$1.61M 0.41% 70

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Vanguard Group
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Bank of Montreal
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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Eaton Financial Holdings's TRI Position: Q4 2023 in Review

Eaton Financial Holdings sold out of Thomson Reuters (TRI) in Q4 2023, closing a stake of 12,180 shares — an estimated $1.51M sold.

Eaton Financial Holdings first reported a position in TRI in Q3 2023 and held it in 1 quarter. The position peaked at $1.51M in Q3 2023. 439 funds tracked by Wall St. Rank hold TRI as of Q4 2023.

  • Eaton Financial Holdings reported no remaining Thomson Reuters position as of Q4 2023 after selling out during the quarter.
  • Eaton Financial Holdings sold 12,180 Thomson Reuters shares in Q4 2023, an estimated $1.51M.
  • Eaton Financial Holdings first reported a position in Thomson Reuters in Q3 2023 and held it in 1 quarter.
  • Eaton Financial Holdings's Thomson Reuters position peaked at $1.51M in Q3 2023.
  • 439 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2023.

Based on Eaton Financial Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.